SYM
Live chart
What they do
Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. The company automates the processing of pallets, cases, and individual items in warehouses. Its systems enhance operations at the front end of the supply chain.
For information only · Important disclosures
Grades vs sector
No sector grades for SYM yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.
Our models
Not held by any of our 5 live models right now.
News
More newsKey stats
Valuation and fundamentals
Valuation & fundamentals
Discounted cash flow
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Edit assumptions · recalculates instantly
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-27). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.97 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs sector
Forward EPS $0.77 vs trailing $0.08 (+864% expected growth). Forward P/E uses analysts' next-12-month estimate.
Backlog (remaining performance obligations)
Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).
Quality & financial health
Piotroski F-score 5/9 · last two fiscal years
Altman Z-score 6.5 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $2.2B | $-16.9M | $866.9M |
| 2024 | $1.8B | $-13.5M | $-100.3M |
| 2023 | $1.2B | $-23.9M | $215.1M |
| 2022 | $593.3M | $-6.9M | $-166.2M |
| 2021 | $251.9M | $-122.3M | $97.4M |
| 2020 | $92.1M | – | – |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +55.9%.
Earnings
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | 0.13 | 0.41 | +218.5% |
| 2026-05-06 | 0.11 | 0.45 | +294.1% |
| 2026-02-04 | 0.09 | 0.40 | +364.2% |
| 2025-11-24 | 0.08 | 0.58 | +665.5% |
| 2025-08-06 | 0.05 | 0.07 | +46.8% |
| 2025-05-07 | 0.05 | 0.05 | +7.7% |
| 2025-02-05 | 0.03 | 0.32 | +901.3% |
| 2024-11-18 | 0.06 | 0.47 | +678.4% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $720.8M | +21.7% |
| 2026-03-31 | $676.5M | – |
| 2025-12-31 | $630.0M | – |
| 2025-09-30 | $618.5M | – |
| 2025-06-30 | $592.1M | – |
Analyst actions
PT $60
PT $38
PT $75
PT $45
PT $70
PT $70
Insider trades
$10.6K
$74.8K
$39.3K
$47.0K
$22.4K
$64.7K
$78.0K
$160.4K
$2.2K
$53.0K
$26.8K
$8.5K
Stats refreshed 2026-10-20 18:13:46 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app
Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.
Beta 0.9 · Oct 21, 2026